Position in SPGI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$481,788
-$205,986 QoQ
Shares Held
1,250
-26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,285
of 1,991 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPGI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CM WEALTH ADVISORS LLC holds $1,115,647 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (43.2% of the industry book) .
All Filings in SPGI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,788 | 1,183 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $687,774 | 1,617 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $884,744 | 1,693 | Shares | Sole | 2026-01-26 | |
| 2024-03-31 | $620,731 | 1,459 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $512,337 | 1,278 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,381,326 | 6,907 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||